Working with a CFP®

You have distinct advantages when you work with a Certified Financial Planner ™.

Bound by the fiduciary oath-  A CFP^® is bound by the fiduciary oath, which states that we must always put your interests above our own.

Held to the highest standards-  Obliged to uphold the principles of integrity, objectivity, competency, fairness, confidentiality, professionalism and diligence.

Recertified every two years-  The CFP^® designation is recertified every 2 years through a combination of industry vetting and continuing education.

Bound by the four E’s-  Education, Examination, Experience and Ethics.